See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,638 | $89,739-52.5% | $149,718-71.5% | $62,292-31.6% |
| Participation rate | 80.2% | 85.1%-4.9pp | 87.1%-6.9pp | 69.5%+10.7pp |
| Annual return | 21.44% | 21.01%+0.4pp | 1501.63%-1480.2pp | 28.90%-7.5pp |
| Employer contribution / active EE | $3,168 | $3,233-2.0% | $5,445-41.8% | $2,042+55.1% |
| Participant deferral / active EE | $5,304 | $4,797+10.6% | $6,569-19.3% | $3,169+67.4% |
| Admin fee / account holder | $2,705 | $551+390.8% | $11,283-76.0% | $479+464.4% |